Assets by plan
Share of aggregate retirement assets
Sponsor portfolio
LAW FIRM OF ROWEN, GURVEY, & WIN
EIN 95-3094772legal servicesLatest filing 2024
Plans
2
Retirement
2
$5.9M assets
Welfare
0
Participants
31
5900 SEPULVEDA BOULEVARD, SUITE 500 - VAN NUYS, CA 91411818-981-9960LinkedIn11-50 employeeslegal services
Plans on this EIN
2 filingsRetirement portfolio analytics
2 plans aggregated / $5.9M assets / 31 participantsParticipants by plan
Active + retired + deferred vested
Plan deep-dives
Per-plan teasers. The full analytics (fees vs peers, audit grade, trajectory, counterparties) live on each plan detail page.Retirement#002
LAW FIRM OF ROWEN, GURVEY, & WIN 401(K) PROFIT SHARING PLAN
401k
Assets$3.0M
Participants20
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement#004
LAW FIRM OF ROWEN, GURVEY & WIN DEFINED BENEFIT PENSION PLAN
TraditionalDB
Assets$2.9M
Participants11
Inside the deep dive
Fees vs peersAudit gradeAsset trajectoryContributionsSch C providers
Open plan deep dive
Retirement plans2
| Plan # | Name | Type | Assets | Participants | Latest year | |
|---|---|---|---|---|---|---|
| 002 | LAW FIRM OF ROWEN, GURVEY, & WIN 401(K) PROFIT SHARING PLAN | 401k | $3.0M | 20 | 2024 | |
| 004 | LAW FIRM OF ROWEN, GURVEY & WIN DEFINED BENEFIT PENSION PLAN | TraditionalDB | $2.9M | 11 | 2024 |
Retirement plans